Reviews written by peterk805

33 results - showing 1 - 25 1 2 Results per page:
 
The Rising Tide Of Expectations For Financial Advisors (Event)
 

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Much more relevant that I expected. I wasn't sure I was going to stay on the call for the whole time, but I did. I am a CFP for nearly 15 years but am now interested in looking at the CPWM designation.
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 4.0
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peterk805 Reviewed by peterk805
April 12, 2013

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Last updated: April 12, 2013
 
How A Fee-Only RIA Can Advise Clients On Existing Annuities (Event)
 

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Excellent. You continue to bring value by showing me services that I didn't know about. I have a client with $1,300,000 in four annuity contracts I'm going to use annuity review to help me. Thanks Andy
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 4.0
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peterk805 Reviewed by peterk805
March 22, 2013

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Last updated: March 22, 2013
 
With Interest Rates Expected To Rise, Should You Avoid Bonds? (Event)
 

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Good, understandable webinar. There is power in simplicity.
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 5.0
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peterk805 Reviewed by peterk805
January 25, 2013

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Last updated: January 25, 2013
 
RIA Fee Structure: Earning Fees In An Era When Investment Management Is Commoditized (Event)
 

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Interesting mix of speakers gave a good overview of the topic.
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 5.0
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peterk805 Reviewed by peterk805
September 28, 2012

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Last updated: September 28, 2012
 
The Rise And Fall Of The 4% Withdrawal Rate Rule On Retirement Portfolios (Event)
 

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great challenge to a long held belief that 4% was always a safe rate of withdrawal
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 5.0
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peterk805 Reviewed by peterk805
May 18, 2012

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Last updated: May 18, 2012
 
Monthly Economic Update And Investment Outlook From Fritz Meyer For May 2012 (Event)
 

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great content. I'm a subscriber to Fritz's slides
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 5.0
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peterk805 Reviewed by peterk805
May 08, 2012

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Last updated: May 08, 2012
 
The 2012 401(k) Opportunity For Advisors: What's Changed, Why Now (Event)
 

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 5.0
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peterk805 Reviewed by peterk805
January 13, 2012

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Last updated: January 13, 2012
 
Year-End Tax Planning For Financial Advisors (Event)
 

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Outstanding industry expert!
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 5.0
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peterk805 Reviewed by peterk805
October 28, 2011

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Last updated: October 28, 2011
 
September 2011 Economy Update From Fritz Meyer (Event)
 

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timely economic info I can use
Rating:
 
 5.0
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peterk805 Reviewed by peterk805
September 13, 2011

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Last updated: September 13, 2011
 
The Switch Is On Again For RIAs (Event)
 

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Good presentation on a very dry topic that we need to keep up with. Tammy obviously knows her topic inside and out.
Rating:
 
 5.0
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peterk805 Reviewed by peterk805
August 12, 2011

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Last updated: August 12, 2011
 
August 2011 Economy Update From Fritz Meyer (Event)
 

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Rating:
 
 5.0
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peterk805 Reviewed by peterk805
August 09, 2011

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Last updated: August 09, 2011
 
Harold Evensky On What's New In Wealth Management (Event)
 

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Great speaker. I'd like to hear from Harold again.
Rating:
 
 5.0
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peterk805 Reviewed by peterk805
July 29, 2011

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Last updated: July 29, 2011
 
July 2011 Economy Update With Fritz Meyer (Event)
 

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Fritz is my favorite speaker. I'm a surscriber to his service at A4A
Rating:
 
 5.0
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peterk805 Reviewed by peterk805
July 12, 2011

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Last updated: July 12, 2011
 
June 2011 Economy Update From Fritz Meyer (Event)
 

0 of 0 people found the following review helpful
Fritz is the most helpful webinar speaker I've heard. I can apply the information immediately in my practice.
Rating:
 
 5.0
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peterk805 Reviewed by peterk805
June 07, 2011

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Last updated: June 07, 2011
 
Crucial Concepts In Prudent Asset Allocation (Event)
 

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Rating:
 
 4.0
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peterk805 Reviewed by peterk805
May 13, 2011

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Last updated: May 13, 2011
 
May 2011 Economy Update From Fritz Meyer (Event)
 

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Great, I always enjoy hearing Fritz' outlook.
Rating:
 
 5.0
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peterk805 Reviewed by peterk805
May 10, 2011

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Last updated: May 10, 2011
 
Building A Better Balanced Portfolio (Event)
 

0 of 0 people found the following review helpful
Craig is unusually easy to understand coming from academia. This seminar was very useful, especially in the area of withdrawal planning.
Rating:
 
 5.0
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peterk805 Reviewed by peterk805
April 08, 2011

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Last updated: April 08, 2011
 
10 Tax-Efficient Strategies For Advisors To High-Net-Worth Investors (Event)
 

0 of 0 people found the following review helpful
great technical speaker. Would like to get the slide of all the tax buckets
Rating:
 
 5.0
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peterk805 Reviewed by peterk805
March 04, 2011

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Last updated: March 04, 2011
 
Success Factors Driving Top Advisory Firms (Event)
 

0 of 0 people found the following review helpful
Perfect for where I am with my practice. Great presenter who seems like she "walks her talk".
Rating:
 
 5.0
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peterk805 Reviewed by peterk805
February 25, 2011

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Last updated: February 25, 2011
 
Modern Portfolio Theory Is Alive And Well And Here's How To Use It Right Now (Event)
 

0 of 0 people found the following review helpful
Outstanding. I hope to hear more from Fritz going foward.
Rating:
 
 5.0
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peterk805 Reviewed by peterk805
February 18, 2011

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Last updated: February 18, 2011
 
Helping Business Owners Plan Their Exit Strategy (Event)
 

0 of 0 people found the following review helpful
The sound quality was terrible at first. Andrew gets a 5 for quick and effective intervention. Expert speaker and a great resource for planners who may come across a business transition from time to time
Rating:
 
 5.0
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peterk805 Reviewed by peterk805
February 04, 2011

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Last updated: February 04, 2011
 
Transform Your 401(k) Advice Business (Event)
 

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Great new topic for independent RIAs to expand business
Rating:
 
 5.0
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peterk805 Reviewed by peterk805
December 10, 2010

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Last updated: December 10, 2010
 
Year-End Tax Moves For 2010 (Event)
 

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Practical application from an expert who sees clients... not just theory
Rating:
 
 4.0
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peterk805 Reviewed by peterk805
October 01, 2010

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Last updated: October 01, 2010
 
The 10-Year Exit Plan: Controlling Your Future (Event)
 

0 of 0 people found the following review helpful
Great topic to be reminded of as I run my small practice.
Rating:
 
 5.0
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peterk805 Reviewed by peterk805
August 20, 2010

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Last updated: August 20, 2010
 
Eight-Strategic Steps To Grow Your Advisory Firm (Event)
 

0 of 0 people found the following review helpful
There were multiple problems hearing Andy. Were you calling using a cell or VOIP? Your voice dropped out several times. Still a great presentation but lower sound quality than normal.
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 5.0
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peterk805 Reviewed by peterk805
March 26, 2010

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Last updated: March 26, 2010
 
33 results - showing 1 - 25 1 2 Results per page:
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